Meet Alan
Alan is a Wealth Advisor for Mercer Advisors, based in the San Diego, California office. He joined the firm in 2021 through the acquisition of Epstein & White where he had been a Financial Advisor since 2020. He previously worked at Mission Federal and SchoolsFirst Federal Credit Unions. Alan graduated from Cal State Fullerton in 2000 with a B.A. degree in applied mathematics. He is a CERTIFIED FINANCIAL PLANNER® professional.
Alan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Relocating in retirement with a clear financial strategy
His working style
Alan is dedicated to his work and has excellent customer services skills. He has a warm, likable disposition and gets along well with others. He is able to relate to people from all walks of life and shows genuine concern for his clients’ financial well-being. Alan considers himself a financial therapist and enjoys educating his clients and breaking down complex situations into easy-to-understand scenarios.
Alan in real life
What keeps you busy outside of work?
I enjoy spending time with my family and attending as many of my son’s sporting events as possible.
How do you give back?
I donate a lot of my time to serving at my church and working with youth groups.
Why do you like working at Mercer Advisors?
We have an amazing team here at the San Diego office and I enjoy working with them every day.
Meet Alan’s Teammates
Pat Wynne
Wealth Advisor
What Alan Says
Pat and I have a strong mutual respect and regularly exchange ideas to better support our clients’ financial needs.
Jessica Villarin
Client Service Specialist
What Alan Says
Whenever I have a question about a client service issue, Jessica always comes through for me.
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